This article is designed for salespeople and estimators and explains how to view, filter, and create estimates using the AI-Estimator interface.
Navigating the Manage Estimates Page
Use the Manage Estimates page to handle all existing estimates.
Viewing Estimates
The dashboard lists all active and past estimates with key details. You can customize the visible columns to display more info, such as the estimator’s name or product category.
Filtering, Sorting, and Searching
Filters: By Date Created, Customer, and Status
Search: Find estimates by typing a Job Name
Sort: Choose between Last Updated or Oldest Updated
Changing Estimate Status
To update the status of any estimate:
Click the options menu beside the estimate
Select Change Status
Pick the new status from the dropdown
Creating a New Estimate
From the Manage Estimates page, click Create New Estimate (top right corner) to begin.
The Create Estimate Page
This page has three sections:
Manual Form: Input estimate details manually (left side)
Connect AI Chat: Paste customer requests for AI to interpret and complete the form (right side)
Header: Navigation and action buttons including "Go back", "Connect AI", "Save as draft", "View PDF"
You can hide the AI panel by clicking the 'x' or Connect AI in the header.
Manual Estimate Form Explained
Basic Details
Job Name: Descriptive name of the quote
Customer Name: Selected from an existing list
Estimate Number: Auto-generated upon saving
Status: Default is “Draft,” can be changed later
Product Description(s)
Select a product type to load the proper fields
For bound products, choose Add Cover to specify different paper/material for covers
Use Special Stock for unique customer-supplied paper
Enable Custom Colors to select number of inks and special color types (e.g., CMYK, metallic)
Post-press options (e.g., lamination, spot finishes) are shown by clicking Show more options
Quantity and Versioning
Define total quantity and number of versions for each part (cover, inner pages)
Assign specific quantities to version combinations
Version Summary provides a breakdown by component
Note: Versioning is currently available only for non-bound products
Delivery and Shipments
Set shipping destination, method, and deadlines
System suggests packaging but allows overrides
Choose palletization if needed
Click +Add Shipment to split delivery
View cost breakdown by shipment (boxes, weight)
Notes and Special Requests
Use the free-text field to add:
Special customer requests
Internal communication notes
Product Pricing Options
The system calculates price options based on:
Material
Machine configuration
Production rules
View options:
Top 5 options shown by default
Click Compare all prices or See price breakdown for more details
Edit VA per press hour by clicking the edit icon
Adjust final price manually (with reason): set a custom amount, add to existing price, or apply a discount
Total Estimate and History
A floating bar displays the Total Estimate
Click Show Details for price and rebate breakdown
Click Save to keep your progress
Use View PDF to generate a quote
Open History to view the change log
Next Step:
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